Acquisition by James Bowen of 250 shares of First Trust at 12.92 subject to Rule 16b-3
FENDelisted Fund | USD 14.09 0.02 0.14% |
About 61% of First Trust's investor base is looking to short. The analysis of overall sentiment of trading First Trust Energy fund suggests that many investors are alarmed at this time. First Trust's investing sentiment overview a quick insight into current market opportunities from investing in First Trust Energy. Many technical investors use First Trust Energy fund news signals to limit their universe of possible portfolio assets and to time the market correctly.
First |
Filed transaction by First Trust Value Director, Officer President. Grant, award or other acquisition pursuant to Rule 16b-3
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First Trust Fundamental Analysis
We analyze First Trust's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of First Trust using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of First Trust based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Five Year Return
Five Year Return Comparative Analysis
First Trust is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
First Trust Energy Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with First Trust fund to make a market-neutral strategy. Peer analysis of First Trust could also be used in its relative valuation, which is a method of valuing First Trust by comparing valuation metrics with similar companies.
Peers
First Trust Related Equities
FTF | Franklin Templeton | 0.60 | ||||
BUI | BlackRock Utility | 0.34 | ||||
EOT | Eaton Vance | 0.11 | ||||
BLW | BlackRock Limited | 0.21 | ||||
FPF | First Trust | 0.27 | ||||
EICA | Eagle Point | 0.33 | ||||
EEA | European Equity | 0.35 | ||||
CXH | MFS Investment | 0.36 | ||||
BCAT | BlackRock Capital | 0.37 | ||||
MVF | Munivest Fund | 0.68 | ||||
ETW | Eaton Vance | 0.69 | ||||
HIO | Western Asset | 0.75 | ||||
ETJ | Eaton Vance | 0.85 | ||||
NML | Neuberger Berman | 0.88 | ||||
BDJ | Blackrock Enhanced | 1.03 | ||||
BME | BlackRock Health | 1.23 | ||||
JHS | John Hancock | 2.14 |
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Other Consideration for investing in First Fund
If you are still planning to invest in First Trust Energy check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the First Trust's history and understand the potential risks before investing.
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